Managers of Wealth Americas

Cetera Welcomes Back Financial Advisor Mark Gavrilov Who Returns to Cetera Less Than 30 Days After Transferring to LPL

Gavrilov, overseeing approximately $217 million in AUA, says he quickly realized the business impact of Cetera's service, support and sense of community makes Cetera the right place for him and his nearly 1,000 clients

Forvis Mazars hires new managing director for healthcare practice

Garrett Gluth will oversee tax and compliance work for non-profit healthcare clients across the US.

Maryland's EagleBank appoints Stephen Curley as new CEO

Curley, joining on 6 July, will succeed Susan Riel - a three-decade EagleBank veteran who is stepping down after seven years of leadership.

UBS Announces Two New Market Directors in San Francisco

Michael Bonomo joins as Senior Market Director and Taylor Wan joins as Market Director, reporting to Market Executive Emily de la Reguera

Liss Chapman Commended for Continued Excellence in Finance and Wealth Management

She has remained deeply committed to helping individuals, families and business leaders navigate some of the most important financial decisions of their lives.

Rockefeller Capital Management Appoints Anousheh Ansari to Board of Directors

Her appointment comes at a pivotal moment for the financial services industry, as rapid advances in technology and artificial intelligence continue to reshape markets, institutions, and client expectations.

Citi Strengthens Financial Institutions Investment Banking Team With Senior Hires

Jonathan Alpert will join Citi in September as Global Head of Insurance, bringing more than 28 years of experience in the insurance industry and investment banking.

Emigrant Bank Appoints Tyler Kelley as Managing Director to Support Strategic Growth and Family Office Expansion

In his role, Mr. Kelley will work across several of the bank's specialized business units, helping strengthen connectivity across businesses, identifying strategic opportunities, and supporting the continued evolution of Emigrant's family office

Orion Welcomes Seasoned Industry Executive Yi‑Ching Wu to Lead Wealth Management Product and Platform Strategy

In this role, Wu will lead initiatives that support Orion Wealth Management’s continued growth and advisor adoption.

Everest names former Canopius US leader Lisa Davis to North America wholesale & specialty role

She will oversee underwriting strategy, distribution and portfolio management across the region, reporting to Jason Keen, executive vice president and chief executive officer of global wholesale & specialty.

First Western Trust Appoints Alison Timboe as Senior Vice President, Trust Officer in Jackson Hole

Timboe joins First Western Trust following senior trust advisory roles at leading private banks, most recently serving as a Senior Trust Advisor at Wells Fargo Private Bank.

Osaic’s Heads of Strategy, Engineering Resign

The departures include Dimple Shah, head of strategy and client experience, who is moving to one of Vestigo Ventures' portfolio companies, according to a source.

Crusonia Wealth Advisors Announces Addition of Wealth Advisor Connor Law

Crusonia is expanding its advisory team as part of its continuous goal to serve individuals and families.

Trio of exits shine spotlight on Citi’s wealth overhaul

Chief financial officer Kurt Nestor, general counsel Akiko Yamahara and head of Latin America Antonio Gonzales are all leaving the bank’s wealth arm

Coastal Wealth Appoints Former Ameriprise Complex Director Michael Swinehart as Head of Wealth Management & Financial Planning

22-year industry veteran to lead financial planning and wealth management growth, strengthening outcomes for clients and families across 350+ advisor network

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